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Cape Investment Advisory’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Cape Investment Advisory’s Portfolio GOLY Stock Details GOLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-110
Closed -$3.85K – 1256
2025
Q4 		$3.85K Buy
+110
New +$3.79K ﹤0.01% 969

Other funds holding GOLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $97.7M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Cape Investment Advisory's GOLY Position: Q1 2026 in Review

Cape Investment Advisory sold out of Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q1 2026, closing a stake of 110 shares — an estimated $3.85K sold.

Cape Investment Advisory first reported a position in GOLY in Q4 2025 and held it in 1 quarter. The position peaked at $3.85K in Q4 2025. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

  • Cape Investment Advisory reported no remaining Strategy Shares Gold-Hedged Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 110 Strategy Shares Gold-Hedged Bond ETF shares in Q1 2026, an estimated $3.85K.
  • Cape Investment Advisory first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Strategy Shares Gold-Hedged Bond ETF position peaked at $3.85K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.